See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,706 | $46,732-12.9% | $156,549-74.0% | $55,167-26.2% |
| Participation rate | 99.2% | 65.8%+33.4pp | 84.0%+15.2pp | 69.0%+30.2pp |
| Annual return | 5.70% | 17.72%-12.0pp | 32.23%-26.5pp | 169.23%-163.5pp |
| Employer contribution / active EE | $1,860 | $2,105-11.7% | $5,501-66.2% | $1,963-5.3% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $4,871-100.0% | $3,054-100.0% |
| Admin fee / account holder | $21 | $418-95.0% | $13,027-99.8% | $504-95.8% |